Salesforce Consulting Expertise
We Have Extensive Salesforce Experience: Financial Services Cloud, core CRM, Marketing Cloud, Salesforce AI, Agentforce and More
Strategic Salesforce Consulting & Advisory
Drive digital transformation with a top-rated partner. We specialize in high-impact implementations for banking, insurance, and wealth management.
The Navirum Delivery Method
We’ve standardized our onboarding and execution process around risk mitigation. Click a phase to explore details.
Design
“We don’t build until you’ve approved the blueprint.”
Build & Test
“Each release includes agreed acceptance criteria and clear approval checkpoints.”
Deploy & Go-Live
“A controlled launch designed to minimize business disruption.”
Orbit Continuity
“We don’t disappear after go-live.”
Our Core Services
We strategize, build, and implement Salesforce solutions for financial services firms — using the platform’s most powerful products, tailored to wealth management, banking, and insurance workflows.
Financial Services Cloud
Deliver personalized advice at scale. We help wealth management, banking, and insurance firms focus on client goals rather than systems.
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Capabilities: Build a 360-degree view of customer data, automate routine tasks with AI and Agentforce, and enable seamless engagement across all devices.
Agentforce Consulting
Deploy autonomous AI agents under deterministic guardrails, not open-ended prompts. Navirum’s INVEST framework builds the audit trail and disclosure architecture that makes Agentforce compliant before Day 1 — critical given only 12.2% of financial services firms currently have a defined AI strategy.
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Deployed across Wealth Management, Banking, and Insurance
Capabilities: AI readiness assessment, Data Cloud architecture, deterministic guardrails, and full autonomous deployment aligned to fiduciary and regulatory requirements.
Slack Consulting
Unify advisor and operations teams inside a single, AI-connected workspace - Navirum configures Slack alongside Salesforce Data Cloud and Agentforce to bring real-time client and portfolio intelligence into daily workflows.
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Part of Navirum Data Cloud and Agentforce practice
Capabilities: Slackbot-powered client and portfolio alerts, unified Salesforce-Slack data flows, and secure collaboration channels built for financial services compliance.
Service Cloud
Elevate the customer experience and deliver scalable support using AI-driven routing and omnichannel touchpoints.
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Deflect up to 40% of cases to lower-cost digital channels.
Capabilities: Agentforce AI routing, predictive insights, and automated responses. Connect across email, chat, and phone.
Salesforce Marketing Cloud & Account Engagement
Scale lead generation, align your sales and marketing teams, and improve lead quality to close deals faster.
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"32% boost in marketing ROI and 27% drop in acquisition costs."
Capabilities: Custom journeys, email templates, landing pages, and real-time AI prospect insights.
Experience Cloud
Build smarter branded portals and boost engagement by connecting external audiences to your CRM workflows.
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"33% increase in case deflection and 28% faster response times."
Capabilities: Branded digital experiences, self-service empowerment, and partner collaborations.
Sales Cloud
Drive growth and streamline your operations with AI-powered deployments designed to supercharge sales productivity.
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29% increase in productivity & 37% boost in revenue.
Capabilities: Pipeline visibility, 360-degree customer view, and real-time performance insights.
MuleSoft & Informatica Integration
AI does not solve a messy data problem — it makes the mess faster. Navirum’s Data Brain methodology maps your legacy client data (AUM history, advisor notes, compliance records) to the Salesforce FSC model, connecting core banking, custodial, and policy admin systems so every AI initiative — Data Cloud, Agentforce — runs on governed context engineering instead of raw access.
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Part of Navirum Data Cloud and Agentforce practice
Capabilities: API-led connectivity between Salesforce and core systems with MuleSoft, master data management and data quality governance with Informatica, and unified, audit-ready data pipelines built for regulated financial institutions.
"We greatly appreciated all of the help that Navirum provided to us. Whenever we needed further clarification, or just some extra help and guidance, the team was there to answer questions and provide valuable training. We believe our system is more efficient, and better organized thanks to the Navirum team!"
★★★★★
Noah Belcher
Senior Advisor, iA Private Wealth
Ready to Transform?
Our consultants are ready to help you navigate the Salesforce ecosystem.
Who Benefits from These Services?
Our solutions are designed for key stakeholders across the organization who are responsible for growth and operational excellence.
Sales Managers
Account Managers
Marketing Managers
Advisors
VP Operations
Support Specialists
Real Results. Not Estimates.
Tell us about your firm and we’ll map out a custom 90-day implementation roadmap — phased, scoped, and specific to your systems. Not a generic sales call.
Engineered for Your Specific Industry Vertical
While our core expertise lies in configuring the Salesforce platform, we tailor these environments to match the unique operational structures of three main sectors:
